CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeline Logic" feature has solved this issue for Pro and Enterprise Sales Hub Users. We've been using it at Raka . Here is more info on the Knowledge Base ." Thank you @DeKoning more
    • Hi there, We have upgraded to both Sales Enterprise and also Marketing Professional and would like a little help if possible. We would like to edit the notes tab if possible to capture specific data fields, we use the golden squares further on down on the left hand panel. The intent of what we are wishing to do is find the best way to capture discovery questions (which would need to be editable text) and if possible change the name of the N more
    • Hello, For a little context, we are a school, and we would like to identify our students by Cohort (Classes). I know we can do lists, but I wanted to know if there's another way we can do that, and how to. more
    • We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object). Ideally this would be through a workflow push to a google sheet, but I would also be able to use a list or report export. Ideal output would be a company list with a column for the management co more
    • Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average Time in SQL over time for all of our contacts. Any ideas of how to do that? more

Browse all topics

  • Tips, Tricks & Best Practices
  • Account & Settings
  • CRM
  • Dashboards & Reporting
  • Gmail Sales Extension
  • Outlook Sales Extension
  • Mobile Application
  • Sales Hub Tools
  • Sales Integrations
  • Sales Email
  • Sales Hub Onboarding
  • Calling
Filter by
  • All labels
  • Account
  • Admin
  • best practices
  • Companies
  • Connected Email
  • Contacts
  • CRM
  • CRM Email
  • Dashboards
  • Deals
  • Email Deliverability
  • Enterprise
  • Free
  • How-To
  • Integrations
  • Meetings
  • Professional
  • Reports
  • Sales
  • Sequences
  • Settings
  • Starter
  • Tasks
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • No Replies Yet
CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
89 Replies
September 14, 2023
Hello my name is Elizabeth and I am new to all this so I'm just kinda playing around with things trying to get a feel for things and learn what I more
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
March 17, 2023
We'll walk you through the very first stages of getting started with Hubspot's Sales Hub in this introduction video. We'll go through how to set up more
JHebert on September 26, 2023
How can I edit or customize my invoice template? I would like to remove the line, "All fees are listed in USD and are subject to sales tax (as applicable)".
PatEnergy on September 26, 2023
Hey all, in order to correctly calculate ARR the billing frequency policy of line items should be as follows: (1) Contract duration <=12 months : one-time billing frequency (2) Contract duration >12 months : monthly billing read more
0 upvote
0 Reply
MyriJen on September 26, 2023
Hello HubSpot Community, I am in the process of streamlining my CRM by consolidating three redundant pipelines, each of which houses valuable historical data. My goal is to retain essential details like the original pipeline name and their deal read more
Anansh1 on September 26, 2023
So, as i have completed the email marketing learning and moving further to start email marketing practice. I want to create segment as a fresher. how can I build my public image for the segments.
Hall of Famer | Partner
September 26, 2023
Hi @Anansh1 , could you explain what exactly you mean when you say segment?
CFaulds on September 26, 2023
I want to export all the fields in Company, and I tick the box to include all records, however Custom Properties which I've created in the Company aren't included? I can export them individually by going into Settings - Properties - Company - se read more
0 upvote
1 Reply
Hall of Famer | Partner
September 26, 2023
Hi @CFaulds , This is a bit unusual – have you tried adding them as columns before exporting? If exporting from the company index page ( more
EAcar on September 26, 2023
Hello, i tried to install the Outlook-Add In many times but it always occur an error. I tried many solutions from the hubspot community but none of them work. Error Message: ERROR: VSTOInstall failed: -300 - [VSTOinstaller.exe] Die Lösun read more
0 upvote
1 Reply
September 26, 2023
I solved this issue. Post can be closed.